Building rapidly deployable power systems for energy intensive facilities @Cedar__Labs founder, decade+ in deep/hard tech across energy, power, CCUS, robotics

Brooklyn, NY
Joined December 2021
If you want to build rapidly deployable, high performance, combustion based, power generation technology we should talk.
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How do I mute a meme template
Ryan McIntosh retweeted
Replying to @DeptofWar @SecWar
Its a great time to get into defense tech. My first startup was in military robotics systems ~2010ish but the bureaucracy and requirements were so incredibly daunting and dreadful I eventually just stopped trying. You got to think the primes liked it that way, blocking new entrants that didn’t have the resources to make it through “the process”. Now they’re shitting themselves
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We need a new Ironman movie. Tony Stark: Origins That is set while Tony is a teen/young adult inventing cool shit, unlimited capital from the company he leverages to build stuff in some in acknowledged division, dynamics b/w him and Howard Stark re the future of the leadership of the company, side quests that pop up, etc. There must be comic stories that can be pulled from. Even a limited series would be cool
Remember batteries are load not generation
Ryan McIntosh retweeted
We need to make more electrons.
Why is my feed for the past two days full of people debating whether “matrix multiplication is two dimensional” and whether we “need to make more electrons”. What’s happening.
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add nukes to the projects and watch that timeline triple
Well said. A large data center might make $20B revenue per year. A 2-year delay for local community hearings and permitting will therefore be a $40B cost of delay, not to mention the downstream costs resulting from that delay. Serious money.
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Well said
Energy is one of the most misunderstood parts of the AI story. Yes, AI will consume a lot of power, but it is also going to be a driver of innovation and investment into energy infrastructure. Why? Because it's a massive demand signal.
Until a humanoid paints something cool and sets up a Shopify store to auction it off for stable coins and gets it Uber Eats delivered to your house with a Polymarket on over/under for 30 mins or less delivery we have not yet reached the top
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Ryan McIntosh retweeted
that venture investors can never again use capital intensity against a hard tech founder as an excuse to not invest, time to reindustrialize
What are the non-obvious second and third order effects of this?
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Nasca line type stuff
Have yiu ever just looked around in Google Earth in the oceans? There is some weird past civilizational type stuff going on. Look at some of these shots
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Have about 25 deeptech startups I cant do until cloning materializes if anyone is looking for a startup in a box just add water
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I really gotta start trusting my gut more
AI compute will likely make up a meaningful portion of future global energy usage. Has anyone looked at those projections? Curious to learn how compute might impact allocation of energy resources.
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Ryan McIntosh retweeted
Large scale BTM data centers to me always seemed like more talk than projects, but that is changing. The latest: a 1.3 GW (!) data center in New Mexico developed by Zenith Volts Corp. - "will not connect to the grid" - on-site solar, gas, storage - geothermal cooling (key to site selection) - Up and running by late 2027 This follows increasing BTM momentum highlighted by Jefferies and reported by Latitude Media, including McKinsey estimates that 25-33% of new data center demand will be BTM by 2030. Biggest beneficiaries of BTM momentum: storage developers + micro gas turbine/fuel cell developers
DFAM design for automated manufacturing
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